Matt Miller, CFP®

Wealth Counselor

With Versant’s advisor team, Matt delivers a thorough lineup of financial planning and investment services to our clients. He brings expertise and life experience to helping Versant’s clients realize their long-term financial goals.

An Arizona native and Brophy College Prep alumnus, Matt began his financial services career in 2001 after graduating from Santa Clara University, where he was a starter for the Broncos’ baseball team. After three formative years at Miller-Russell & Associates — a Phoenix based investment firm founded in 1991 by his father — Matt moved to Texas, where he earned an MBA at the University

of Texas’ McCombs School of Business. From there, he rose to vice president at Austin-based Dimensional Fund Advisors. At DFA he developed a deep knowledge of markets, security pricing models, expertise in regression analysis, and the importance of a financial advisor.

A CERTIFIED FINANCIAL PLANNERTM and a member of the Central Arizona Estate Planning Council and Financial Planning Association, Matt enjoys building deep and lasting relationships with both clients and industry partners. He explains, “There are many smart and talented financial advisors, but the impactful ones understand their clients beyond just their financial statements. They understand what keeps their client up at night, as well as what’s important to  their family or business. And they are truly there for the client at all times.”

Matt is a well-traveled public speaker, sharing the trials and rewards that came from a life-changing mountain climbing event in 2002. His harrowing, near-death experience approaching the  summit of Mexico’s Pico de Orizaba (the third-highest peak in North America) was the subject of an  Arizona Republic feature describing how Matt’s injuries and experiences stemming from that climb  led to his commitment to distance running and inspiring others. Today, Matt is an avid outdoorsman who enjoys fly fishing, distance running, mountain climbing and blogging about his adventures.

 

Brandon Yee